Join us for an exclusive webinar as we dive into tax-saving strategies that can revolutionize your financial planning!
In collaboration with TaxPlanIQ & I-TaxPlan, we're bringing you expert insights from Javier Gonzalez, Co-Founder and Chief Tax Strategist, I-TaxPlan and Jackie Meyer, Founder of TaxPlanIQ. They will unravel powerful tax-saving strategies, including:
Captive Insurance: Discover how you can enjoy tax-free premiums of up to $2.65 million per year. Learn how to finance premiums over 11 months, enhance your estate planning, and secure legitimate insurance policies for catastrophic risks.
Installment Sale: Explore this excellent capital gains planning tool that provides full liquidity after five years while completely eliminating capital gains tax. You'll gain more liquidity compared to a DST (Delaware Statutory Trust).
Charitable Gift Financing: Unlock up to a 60% deduction on your Adjusted Gross Income (AGI). This strategy helps you stay liquid, includes a tax opinion letter, offers flexible loan terms, and creates additional investment capital.
Don't miss out on this opportunity to optimize your tax planning and financial strategies.
